BH
CFA

Brandon Hayes Harrell

29 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
18 advisors
Number of Clients
303 clients
Average Client Portfolio
$68.7M average
Assets Under Management
$20.8B

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only

TSW charges a fixed-percentage annual fee based on assets under management, as detailed in the Investment Management Agreement (IMA). A minimum asset amount of $1,000,000 is required for new high-net-worth client accounts. Minimums for institutional accounts are $10,000,000, with International strategies requiring $50,000,000. Fees are subject to negotiation and may vary based on assets, complexity, and other factors.

Areas of Practice
Investment ManagementHigh Net Worth
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Advisor Information

Office location

6641 West Broad Street, Suite 600, Richmond, VA, 23230

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Thompson Siegel & Walmsley LLC
November 1996 - Present · 29 yrs 2 mos
Previous Registrations
Funds Distributor, LLCBroker
January 2014 - October 2016 · 2 yrs 9 mos
Old Mutual Investment PartnersBroker
June 2006 - December 2013 · 7 yrs 6 mos
Foreside Fund Services, LLCBroker
June 2004 - June 2006 · 2 yrs
Funds Distributor, INC.Broker
December 2003 - June 2004 · 6 mos
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.
Brandon Hayes Harrell - Financial Advisor | AdvisorDiscover